2017

Mutual Benefits: Funds to Pursue Your Goals The State of Social Security Use Sense with Student Loans Advance Medical and Legal Directives Consider Taxation When Setting Compensation HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch Are UITs for You? Is It Wise to Trade Your Pension for a Lump Sum? Factor-Based Investing Real Estate Markets on the Mend Cash Balance Plans Can Help Supercharge Retirement Savings HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing Tax Breaks for College Costs What Is the Roth IRA Five-Year Rule? Chasing Performance vs. Diversification Tax Tips on Capital Gains LLCs: Hybrid Structure May Offer Best of Both Worlds HOT TOPIC: Automating the American Workforce How Much Should You Save for Retirement? Managing Risk with a Strong Foundation A Roadmap for Your Family Taxing Social Security Benefits Six Steps to Launching a New Venture HOT TOPIC: Digital Deception: Current Trends in Cybercrime The Cost of Caregiving In or Out of the Nest? Helping Adult Children Following the Federal Reserve Improving Market Allows More Owners to Cash Out Making Sense of Beneficiary Designations HOT TOPIC: Rising Rates: The Fed Takes Next Step Toward Normal

2016

Consider Munis for Tax-Free Income Finding Lost Money Why You Need a Will…Even If You’re Not a Prince Could the AMT Boost Your Taxes? New Overtime Rules Could Be Costly for Small Businesses HOT TOPIC: Three Financial Issues to Watch Under the New Administration Feeling Confident: Steps to Saving More Balancing Medicare and Work-Based Insurance Step Up to Help Reduce Taxes on Inherited Assets Medicare Means Testing Bracing for Potential Cybersecurity Threats Know Your Credit Score Changing Jobs? Careful with Your 401(k) Universal Life for Flexibility Looking for Income? Consider Closed End Funds Comparing Your Retirement Plan Options HOT TOPIC: Social Security and Medicare Update: The 2016 Trustees Reports How Much Cash Should You Keep? New Law Requires Notification of Medicare Observation Status Focused on College Funding Reclassifying Real Estate Enticing the Crowd: New Rules for Raising Capital Online HOT TOPIC: Equity Crowdfunding: Why Investors Should Tread Carefully Who Needs a Succession Plan? Maybe You As Manufacturing Stumbles… Have You Used Mobile Payments? Preparing to Retire in a Down Market Stock Diversification: Large, Mid, and Small HOT TOPIC: The British Are Leaving! Why the Brexit Matters to Investors Market Slices: Investing in Sector Funds Teaching Children About Finance Home-Sweet-Home Equity The Second Time Around Putting Your Kids on the Payroll HOT TOPIC: Is 70 the New 65? Why Americans Are Working Longer Working for Yourself — and Your Future Men, Women, and Investment Partnership Investors Are Human, Too Life Policies Plus Long-Term-Care Benefits Using Data to Drive Critical Decisions